Zoho Books

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  1. the option to convert an estimate into project where each line item would become a task

    I would like to create an estimate to send a client and once approved convert into a project so the hours can be managed. Each line item in the estimate would be a project task. Once the project is complete convert to an invoice and send.

    64 votes
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      6 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
    • Enable addition of project field in invoices.

      Add ability to pick a project on sales invoice and bills. Not just raise an invoice by going through timesheet mode.
      If you have a batch of expenses/bills to add, you have to keep chasing timesheet, project name, raise expense. This could be improved by the addition of a project field in the main invoice/bill templates.

      31 votes
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        4 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
      • 27 votes
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          5 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
        • Bill / Assign inventory to a project

          Projects may also include costs of inventory items. these are consumed as the project goes along. Upon final conclusion of the project, they may be invoiced in an itemised manner or as a lump sum. Inventory quantities however must be reduced upon allocation of such to a project. Accounting, sales & taxes, should only be updated upon project Invoicing.

          25 votes
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            1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
          • Improve the search-bar in the timesheet Weekly Time Log view.

            Only possible to search with the project name prefix. Complicated to find a project among hundreds

            24 votes
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              0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
            • I want a report that totals expenditure on a project

              I can see how much money I have invoiced on a project but I can not see how much money has been spent. This is basic project budget tracking and should be a feature on the software.
              Not adding this will make me move my accounts elsewhere.

              17 votes
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                3 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
              • Projects in "ZOHO books" be synchronized with projects in "ZOHO Project"

                When creating a project in ZOHO project it would create the same project in ZOHO books and be synchronised ever after, timelogging and all. And vice versa of course, when creating a project in ZOHO books, it would be created in ZOHO projects and so on.

                14 votes
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                  2 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                • Timesheet/Support Staff User Role

                  Be able to have more granular control of user roles, in order for employees (i.e. support team), not to be able to see sensitive information of the company (i.e. invoices, expenses, customer balances, etc.). In addition to current timesheet access, I would like to be able to give my support employees to:
                  1. Create new tasks (currently they can only select from existing tasks)
                  2. Have the ability to create Fuel/Mileage expenses when they travel to customer site for support

                  12 votes
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                    2 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                  • Projects - Bulk Actions

                    Ability to bulk add/edit/delete tasks and users within projects. For example, when a new employee joins our company, we have to manually add this user to each existing project - one by one - which is time-consuming when you have 500+ projects. There should be a way to add the new employee to projects without having to edit each project individually.

                    11 votes
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                      1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                    • Time sheet Approval

                      Timesheet approval option.. currently not there

                      11 votes
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                        0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add batch invoicing for projects.

                        Ability to create and send invoices for multiple projects, in one batch/click. Currently, we have to create/send one invoice at a time, which is time consuming when a company sends 200-300 invoices for 200-300 projects (with all the same parameters ie. dates, time etc...).

                        10 votes
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                          1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                        • Enable billing method to be based on project days, not just hours

                          It would be really helpful to have the option of billing by day as a billing method, not just by hours.

                          9 votes
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                            1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                          • Bulk actions in timesheets

                            Not only delete but change the project assigned, the task, the billable status, ...
                            Also enhance the selection criteria to manage timesheets, not only by status and dates, but by client, project, staff name, task,... in order to perform bulk actions more effectively.

                            8 votes
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                              0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                            • Recurring invoices that includes unbilled time entries

                              As a services business we automatically invoice many of our clients monthly for services and need to track the time of our consultants against these monthly services. We have recurring invoices set up, and we have projects and timesheets set up, but there doesn't seem to be a way to connect them. I don't want to manually create an invoice from each project each month yet there doesn't seem to be an option to create a recurring invoice from a project.

                              7 votes
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                                1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow to enter notes in weekly time log

                                It only allows project, task, and hours. If I could enter notes right there, too, it would be great.

                                7 votes
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                                  0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                                • Adding attachments in Project (e.g. under Notes)

                                  I would like to have the ability to add attachments in the project, for example under notes. Usually our customers have a written sigh-off for the hours spend on projects, we want to organize these written sign-offs in the project.

                                  7 votes
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                                    1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Allow rename of Projects and Tasks

                                    After a project or task has been invoiced, you cannot rename it. While I can understand why (referential integrity in the database), this is a terrible restriction. Prior invoices with the old name shouldn't need to be affected, but sometimes details of a project evolve, and renaming is helpful (especially if you discover a typo).

                                    7 votes
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                                      0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Monday as starting day of Week

                                      For some the work week starts on Monday. While reporting and entering timesheets and in projects, the week starts on Sunday and it is confusing.
                                      You should give admins an option change it to Monday.

                                      7 votes
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                                        1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Allow PO numbers in projects

                                        Currently the PO number can only be entered on invoices. It could be defaulted from a corresponding project.

                                        6 votes
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                                          1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Zoho TimeSheet Rollover of Hours for uneven hourly Rates

                                          Hi,
                                          I was working with Sudheer S on the Zoho Timesheet uneven hours (task rates of $125hr and $165hr) for a total project cost of $1250 as displayed below. Please let me know what is the Develop Team progress and or timeline for fixing this very bad issue. This really affects my billing because I always overcharge or undercharge the client for time spent as displayed below in the two attached pictures.
                                          https://i1.wp.com/officeantics.net/wp-content/uploads/2017/07/Screenshot_5.png

                                          6 votes
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                                            0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
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